Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.5B
AUM Growth
+$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,787
New
Increased
Reduced
Closed

Top Buys

1
+$65.2M
2
+$53.6M
3
+$45.5M
4
FERG icon
Ferguson
FERG
+$42.7M
5
DIS icon
Walt Disney
DIS
+$40.6M

Top Sells

1
+$56.9M
2
+$51.3M
3
+$48.2M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$37.6M
5
BF.B icon
Brown-Forman Class B
BF.B
+$30.5M

Sector Composition

1 Technology 18.44%
2 Financials 12.12%
3 Industrials 10.27%
4 Healthcare 10.06%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2.42M 0.01%
12,191
+464
827
$2.42M 0.01%
26,075
-11,049
828
$2.41M 0.01%
21,342
+415
829
$2.41M 0.01%
25,840
-3,428
830
$2.4M 0.01%
61,483
+1,368
831
$2.37M 0.01%
54,340
-919
832
$2.36M 0.01%
23,920
-288
833
$2.36M 0.01%
52,684
+12,890
834
$2.36M 0.01%
86,892
-51,613
835
$2.36M 0.01%
88,904
+954
836
$2.35M 0.01%
40,314
-683
837
$2.34M 0.01%
30,769
-2,707
838
$2.34M 0.01%
33,603
+986
839
$2.34M 0.01%
148,242
+4,880
840
$2.33M 0.01%
+38,263
841
$2.33M 0.01%
12,478
+226
842
$2.33M 0.01%
41,874
+584
843
$2.32M 0.01%
1,507,823
-33,182
844
$2.3M 0.01%
86,903
+2,693
845
$2.3M 0.01%
124,092
+33,598
846
$2.3M 0.01%
1,693,408
+83,421
847
$2.27M 0.01%
+19,909
848
$2.27M 0.01%
41,248
+871
849
$2.27M 0.01%
34,094
-3,390
850
$2.24M 0.01%
18,078
+429
32 33
34
35 36